Reports › The Report Template Builder › Report Templates › Set Template and Object Properties

Set Template and Object Properties

You can set the object properties as well as the title, header, footer, definition, and export options for the current template.

Note: Changes made in the Properties dialog override those set globally in the Preferences dialog.

To set template and object properties

1. Click Report Template Builder, Report Builder from the Tools menu.

   The Report Templates dialog opens.

2. Click the New button or select a report template from the Available Templates list and click the Edit button.

   The Report Template Builder dialog opens.

3. Right-click one of the section types in the Report Layout pane of the Report Template Builder and select Properties.

   The Properties dialog opens.

4. Define report template and object properties as required for your environment in each of the following tabs in the Properties dialog, then close the Properties dialog when you are done:

   Property Tree

   Lets you define table of contents, export format, and object properties for the generated report.

   Title

   Lets you define and format the document title for the generated report.

   Header

   Lets you define and format the document header for the generated report.

   Footer

   Lets you define and format the document footer for the generated report.

   Definition

   Lets you create a description of your report template. This text displays in the Report Template Definition field in the Report Templates dialog.

   Export

   Lets you specify the output format, file path and location, and properties for the selected output format.

   Section

   Lets you edit the text and formatting options for report section.

   Table

   Lets you edit the text and formatting options for report table.

   Column Header

   Lets you edit the text and formatting options for report column headers.

   Column Cell

   Lets you edit the text and formatting options for report column cells.

   Your template and object properties are set and you are returned to the Report Template Builder dialog.

   Note: The tabs available in the Properties dialog will vary depending on what section type you have selected to edit in the Report Layout pane.

More information:

Create a Standards Template in the Report Template Builder

Edit a Report Template in the Report Template Builder

Output Formats

Run a Report in the Report Template Builder

Default Report Properties